Use Cases
- Automatically add leads from web forms to Pipedrive
- Streamline lead management processes for sales teams
- Reduce manual data entry and errors in lead capture
How It Works
Trigger the workflow with an incoming webhook from the web form Fetch lead data from the specified web form URL Send the fetched lead data to Pipedrive for CRM integration Handle any errors by sending notifications to a Slack channel
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL in your web form settings
- 3Set up the correct Pipedrive API credentials in the workflow
- 4Test the workflow to ensure leads are captured and sent correctly
Apps Used
Pipedrive
Slack
Categories
Target Roles
Industries
Tags
#process automation
#slack automation
#email automation